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Who Cares if Your Raise is Bigger Than Mine

Why organic businesses without substantial outside capital often have better business fundamentals and...
By Brandon Quartararo | Intrepid Investment Bankers

The Intersection of Giving and Art

Charities and artists have a natural alignment, and both philanthropists and artists are pursuing creative...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Who Cares if Your Raise is Bigger Than Mine

Jim Freedman on why organic businesses without substantial outside capital often have better business...
By Jim Freedman | Intrepid Investment Bankers

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives
By Robert Dalie | The Summa Group | Stifel

Knowing and Understanding Inflection Points

Larry Schnaid of UBS on the current state of U.S. monetary policy
By Larry M. Schnaid | UBS Financial Services Inc.

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Jim Freedman of Intrepid Investment Bankers explains how he is on the front lines of Health Care, M&A, and...
By Jim Freedman | Intrepid Investment Bankers

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Jonathan Bluth of Intrepid Investment Bankers explains how he is on the front lines of Health Care, M&A, and...
By Jonathan Bluth | Intrepid Investment Bankers

Deal Execution is a Team Sport

What every business owner needs to know about preparing for an executing an M&A transaction
By Brian Levin | Intrepid Investment Bankers

Personal Health Is Your Most Valuable Asset

The benefits of private concierge medicine
By Robert Dalie | The Summa Group | Stifel

Deal Execution is a Team Sport

What every business owner needs to know about preparing for and executing an M&A transaction
By Jim Freedman | Intrepid Investment Bankers

Demystifying the Virtual Family Office

Identifying the keys to maximizing the effectiveness of a Virtual Family Office
By Robert Dalie | The Summa Group | Stifel

What to Expect When You’re Expecting (To Raise Capital)

When ready to tap the capital markets, focus on what will bring you the greatest value - running your...
By Jim Freedman | Intrepid Investment Bankers